Jimmy Wells

About Jimmy Wells

I began my professional career as a financial advisor with a well known firm in the industry. I have 14+ years of experience in the industry and my reliability, trustworthiness and extensive knowledge of the financial planning process have allowed me to build a noteworthy network of loyal clients. I help clients navigate their financial plans by utilizing a comprehensive, relationship-based financial planning process that integrates services critical to my client’s financial success, such as tax management strategies, insurance planning, investment management, estate & long term care planning. As a qualified Wealth Advisor, I have earned my CRPC (Chartered Retirement Planning Counselor) and AIF (Accredited Investment Fiduciary designations as well as my Series 7 registration with LPL Financial. I also hold a Series 66 with LPL Financial and Stratos Wealth Partners Disclosures:The Wealth Advisors of Stratos Wealth Partners are registered representatives with and securities offered through LPL Financial, Member of FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the contact info section above. Investment advice offered through Stratos Wealth Partners, a registered investment advisor and separate entity from LPL Financial.For a list of states in which the weatlh advisors of Stratos Wealth Partners are registered to do business, please visit party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Experience

1. Wealth Advisor

   STRATOS

   May 2016 — Present · Pittsburgh, PA, US

Education

• University of Pittsburgh

  BAS

Skills

• Disability Insurance
• Employee Benefits
• Estate Planning
• Retirement
• Strategic Financial Planning
• Retirement Planning
• Financial Planning
• Small Business
• Erisa
• Personal Financial Planning